This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SIMPLICITY WEALTH

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

May 6, 2011

First registration

Jun 3, 2011

Dual registered

no

IAPD individual key

2775158

• Occurred

  Jul 31, 2026
  Advisor changed firm

  Jack Edward Trent left Legacy Wealth Management, Llc for Simplicity Wealth (registered 2026-08-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b361d00f-137f-65b8-be10-dae71796db57

First observed

Jun 3, 2011

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.